If you are promoting and processing recurring gifts (monthly, quarterly, annually) would you please let me know how you are managing this process? What utility are you using? Are you able to do this through a Tessitura platform or do you outsource this, for example, using PayPal, givingfuel.com or idonate platforms? Thank you.
Same here. Patrons can set up a monthly donation online but it comes into us as a CSI then the manual process begins. We’re wondering if this will change once the chip and pin functionality comes into play in October.
www.cocastl.org
Shelley Osburn
Systems Services Manager
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Tony Exler Sent: Monday, May 18, 2015 10:30 AM To: Shelley Osburn Subject: RE: [Tessitura Development Forum] Recurring Gift Promotion and Processing
Hello Laura,
We may be old school, but we manage this in a few different ways, all internally.
1. We ask the donor for a credit card and use the Tessitura Pledge Billing report and use the Automatic Credit Card Billing option.
2. We set up direct debit (EFT) from a donor’s bank account. We gather information from donor and our Finance department sets up the EFT.
3. We set up a reminder and handle it manually.
Best regards,
Tony
Tony Exler Director of Data Standards Nashville Symphony Schermerhorn Symphony Center One Symphony Place Nashville, TN 37201-2031 T 615.687.6535 F 615.687.6403 texler@nashvillesymphony.org NashvilleSymphony.org
From: Tessitura Development Forum [mailto:forums-development@tessituranetwork.com] On Behalf Of Laura Chaney Sent: Monday, May 18, 2015 10:11 AM To: Tony Exler Subject: [Tessitura Development Forum] Recurring Gift Promotion and Processing
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